The first 57 minutes of this presentation are a worthwhile macro overview. (The final 17 minutes are a micro dive into individual debt types for US investors and less accessible for Canadians and lay people).
In his annual “Just Markets” webcast presented Jan. 9, 2024, DoubleLine CEO Jeffrey Gundlach among other outlooks shares his forecast for a U.S. recession, sees U.S. stocks forming a bearish double top and down the road expects an initial rally in bonds upon recession followed by an inflationary monetary response. He also warns of federal deficits turning critical amid an explosion in the federal debt in the context of higher interest rates and, thus, higher interest expense on that debt. Here is a direct video link.
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